Understanding Crypto Portfolio Management with KoinX
Managing your cryptocurrency portfolio efficiently is crucial in today's fast-moving digital currency space. With the KoinX Dashboard, tracking investments, monitoring gains, and making informed decisions becomes seamless. In this guide, we’ll walk you through how the Portfolio Page (opens in a new tab) in KoinX helps you stay on top of your investments effortlessly.
1. Portfolio Overview: Track Your Investments in One Glance
The Portfolio Dashboard gives you a clear summary of your investments, showing:
- Invested Amount – The total money you’ve put into crypto.
- Current Portfolio Value – The present market value of your holdings.
- Unrealized Gains – The potential profit if you sell at current prices.
Example Data:
| Invested | Current Portfolio Value | Unrealised Gains |
|---|---|---|
| ₹2.02L | ₹2.35L | ₹32,553.63 |
This means you've invested ₹2.02L in crypto, and your portfolio is now worth ₹2.35L, with ₹32,553.63 in unrealized gains—profits you haven’t cashed out yet.
Why is this important?
It helps you quickly evaluate whether your investments are growing or losing value, so you can decide when to buy, hold, or sell.
2. Asset Allocation: Balancing Stability & Risk
The Portfolio Allocation section shows how your money is distributed among different crypto categories.
Example Portfolio Allocation:
| Asset Type | Allocations (%) |
|---|---|
| Stablecoins | 60.60% |
| Blue-Chip Tokens | 30.40% |
| Memecoins | 0% |
| CEX Tokens | 0% |
| Others | 0% |
Why is this important?
Seeing how your funds are allocated helps you manage risk. A heavily stablecoin-weighted portfolio indicates a conservative approach, while a diverse portfolio includes more riskier assets for higher returns.
3. Top Gainers & Losers: Track Market Trends Daily
The Top Gainers & Losers section gives insights into which coins are performing well and which are underperforming in the last 24 hours
Why is this important?
Knowing which assets are surging or declining helps you time your trades better—whether to take profits or cut losses.
4. Spot Holdings: A Detailed Breakdown of Each Investment
This section shows the performance of individual cryptocurrencies in your portfolio.
Example Data:
| Coin | Current Value | Invested Amount | Current Returns |
|---|---|---|---|
| Tether (USDT) | ₹1.42L | ₹1.47L | -₹5,036.57 |
| Stellar (XLM) | ₹40,708.11 | ₹15,224.19 | ₹25,483.92 |
| Fantom (FTM) | ₹20,514.25 | ₹7,059.27 | ₹13,454.97 |
| Litecoin (LTC) | ₹12,108.96 | ₹5,258.57 | ₹6,850.39 |
Why is this important?
Understanding which assets are profitable or underperforming helps you decide whether to hold, sell, or buy more.
Final Thoughts: Why KoinX’s Portfolio Page is a Game-Changer
- All-in-One Tracking – No need for spreadsheets—everything is automated.
- Clear Asset Allocation – See how your portfolio is balanced.
- Real-Time Market Movements – Track gainers and losers easily.
- In-Depth Profit Analysis – Know exactly how much you’ve made or lost.
With KoinX, crypto portfolio management is simple, fast, and efficient. Log in today to take control of your crypto investments with ease!